If you’re looking for a quick and easy way to pull your ClickFunnels data into Excel so you can work with it, check out this helpful article. It will teach you how to do exactly that.
The Import File
When you first create an Importer task in the ClickFunnels admin area, there is a file attached to it. This is the XML template that you need to populate with your data. You can find this file on your computer in the downloads folder. You can name it anything you want, but make sure you save it as an XML file.
You need to supply this file to the importer when you run the program. Luckily, the file is pretty small and you shouldn’t have any trouble uploading it to a web server. If you do, just contact support and they will help you out.
The Import Wizard
You need to run this file directly on your computer to use the import wizard. Make sure you save it as a.js file so it runs smoothly as a web script.
Using the Import Wizard
Once you’ve launched the import wizard, you will see a screen like this.
At this point, you just need to enter the email address where you would like the import to occur and then click the Start button.
After a few moments, you will then be taken to a confirmation screen where you can click the Finish button to confirm the process. You will then see a success screen like this one.
From here, you can navigate back to your inbox and find an email from clickfunnels with the confirmation link for the import. You can then log into your account and view the downloads to find the.csv file with your imported data ready to go.
You can repeat this process to import data into a different email or name a different folder if you’ve been saving your.csv files in a specific place. Just remember that each time you run the program, it will create a new folder with a unique name. You can then keep adding.csv files to that folder to keep them all in one place. You can also run the import wizard from a task in the admin area. This will allow you to keep an eye on the whole process from start to finish.
Navigating to http://import.clickfunnels.com in your browser will also launch the importer, but instead of taking you to the start page, it will take you to this screen.
You can then enter the email address where you’d like the import to occur and click the Start button. From here, you can follow the same steps as above to import your data into Excel and work with it.
Creating A Dashboard For More Efficient Data Workflow
To get the most out of your imported data, you need to create a dashboard for better organization and analysis. For instance, you may want to create a dashboard that only displays the data from the last import you performed. This could be a quick way to check on the status of the last import without having to reimport all the data.
You can create a dashboard using a few different methods. You can either opt to do it manually by copying and pasting the data into a spreadsheet or you can use one of the many third-party tools designed for data analysis. Fortunately, we have you covered on that front as well and you can find plenty of useful tools designed for data analysis at the click of a button.
One of the simplest and most popular tools for creating dashboards is called Tableau. Just like Excel, Tableau allows you to create visualizations of your data. Moreover, just like Excel, Tableau has a free version that allows you to download and explore data without creating a paid account.
With Tableau, you can perform a variety of tasks, such as drilling down into specific datasets, viewing graphs, creating charts, and turning data into words. Moreover, since Tableau is a browser-based application, you can access it from any device.
Once you’ve downloaded Tableau, create a new account or sign into your existing account. Then, click the Dashboard icon at the top of the application to access your dashboard.
You can then right-click any of the table cells in the dashboard and click the pop-up menu to see your options.
You can then select Insert – From – Excel – and choose “Data – From – An – Excel – Workbook – to – Create – a – Tableau – Worksheet” from the drop-down menu. This will prompt you to choose an Excel workbook that you’d like to convert into a tableau worksheet. You then have the option to choose which worksheet you’d like to use from that workbook. If you have more than one, you can choose which one you’d like to use by clicking the drop-down menu and selecting the one you’d like to use.
After you’ve made your selection, click the Insert – From – Excel – button.
A new worksheet will then appear in your Tableau dashboard with the raw data from your selected Excel workbook. Each time you run the import wizard, Tableau will create an Excel workbook with a fresh new worksheet. So, you’ll always have a worksheet to work with each time you import data using the import wizard.
Working With Your Data Once You’ve Imported It
Once you’ve imported your data into Excel or Tableau, you can begin to work with it. You can pull the data into separate sheets or sheets and analyze it using the various tools available in Excel or Tableau. There are also a few more tricks you can use to make your time working with this data more efficient.
For instance, if you’ve been saving your.csv files in a specific place, you can refer to the folder location when you pull the data into Excel or Tableau. This can help you quickly locate the right file when you need it. Moreover, you can also sort the data using standard Excel or Tableau techniques as needed.
Another tip to make your time working with this data more efficient is to create a template for the email you’ll use to notify users that their data has been imported. Then, you can simply follow the template and be confident that you’ve notified the right people. You can also send a quick email to yourself using the template to keep track of all the imports you perform.
With this tutorial, you’ve learned how to import your ClickFunnels data into Excel so you can work with it from anywhere. Moreover, you’ve learned how to organize and analyze the data using popular software such as Excel and Tableau. Most importantly, you’ve learned how to create a dashboard to keep track of all your imports from start to finish using the import wizard feature. This can help you track the success of each import and see which ones were most effective.